See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,555 | $99,020-4.5% | $86,590+9.2% | $147,584-35.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.51% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,614 | $3,132-48.5% | $2,839-43.2% | $4,876-66.9% |
| Participant deferral / active EE | $6,634 | $3,972+67.0% | $3,609+83.9% | $5,439+22.0% |
| Admin fee / account holder | $80 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |